Planning Ahead - Help Your Clients Keep Control of Their Lives and Money if They Become Incapacitated

Date: Tuesday, November 21, 2023
Time: 5:15pm - 6:45pm
Location: Cataldo Globe Room, Gonzaga University
Speaker: Brad Stark, CFP; Brent T. Stanyer, J.D.

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Planning Ahead

Help Your Clients Keep Control of Their Lives and Money if They Become Incapacitated

 

Brad Stark, CFP

Brent T. Stanyer, J.D.

 

Come learn about Seniors and Vulnerable Adults, planning for them and giving you ideas for your own practice:

  1. Plan Ahead
  2. Involve Family Members where possible
  3. Utilize “trusted contacts”
  4. Work with respective firm’s “Senior & Vulnerable Adult Protection Unit"

 

 

Brad Stark, CFP

U.S. Bancorp Investments, Inc.

 

Brent T. Stanyer, J.D.

Douglas Eden, P.S.

 

Cataldo, Globe Room

Gonzaga University Campus

(Map is available here)

 

Social Hour begins at 5:15pm

Dinner Buffet is served at 5:30pm

Speaker Begins at 6:00

Event ends at 7:00

 

Meeting will also be streamed via Zoom

Join Zoom Meeting

https://us06web.zoom.us/j/87508761715

Meeting ID: 875 0876 1715

Related Document(s):

See Upcoming Event Calendar